See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,491 | $91,538-38.3% | $129,995-56.5% | $75,163-24.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.08% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,401 | $2,845+54.7% | $4,320+1.9% | $2,670+64.8% |
| Participant deferral / active EE | $6,186 | $4,341+42.5% | $5,820+6.3% | $4,125+50.0% |
| Admin fee / account holder | $950 | $6,790-86.0% | $10,614-91.0% | $5,651-83.2% |